Carmel Mountain Ranch - Universal Banker
Listed on 2026-09-10
-
Finance & Banking
Bank Customer Service, Financial Sales
Carmel Mountain Ranch
- Universal Banker
Branch Network
- Carmel Mountain Ranch, 11650 Carmel Mountain Road, San Diego, California, United States of America
Posted Friday, September 4, 2026 at 7:00 AM
Universal Banker
Compensation:$22.00 - $23.50 an hour, plus incentives
Actual compensation within this range will bedeterminedby factors including experience, qualifications, skills, internal equity, and other job-related considerationspermittedby law.
Please note:
This position is part-time.
As a
Universal Banker, you'll serve as both a teller and platform representative, providing members with comprehensive financial support and guidance. If you enjoy building relationships, solving problems, educating members on financial products, and working in a fast-paced environment where no two days are the same, we'd love to meet you.
Why Mission Fed?
Our culture is guided by six core values:
When you join Mission Fed,you'llbecome part of an award-winning organization that invests in its people, supports professional growth, andremainsdeeply connected to the communities we serve.
What We Offer
- Competitive compensation
- 18 daysof PTO during your first year
- 12 paid holidays annually
- Full 6% 401(k) match
- Comprehensive medical, dental, and vision coverage
- Life insurance andadditionalvoluntary benefits
- Employee wellness resources, including an on-site gym
- An award-winning workplace culture
What You'll Do
Member Service & Relationship Building
- Welcome and engage every member with a warm, professional attitude.
- Process a variety of financial transactions accurately and efficiently, including:
- Deposits
- Withdrawals
- Transfers
- Loan payments
- Cash advances
- Gift cards
- Open new accounts, shares, and credit card accounts.
- Conduct needs-based conversations to identify products and services that best fit members' financial goals.
- Educate members on digital banking tools and self-service channels.
- Follow up with members to ensure satisfaction and uncover additional opportunities to help.
- Support branch and individual sales goals through referrals and cross-selling that genuinely benefit members.
Operations & Compliance
- Balance cash drawers and support end-of-day branch balancing activities.
- Prepare account-opening and credit card documentation accurately and in compliance with regulatory requirements.
- Protect member information and company assets by following all security procedures.
- Maintain knowledge of products, policies, procedures, and regulatory requirements, including BSA compliance.
- Assist team members with research and resolving balancing discrepancies.
- Participate in branch meetings, community events, and sales initiatives.
What You'll Bring
- High School Diploma, GED, or equivalent.
- At least:
- 12 months of retail and/or customer service experience, or
- 6 months of experience in a financial institution or similar industry.
- Basic computer proficiency and familiarity with Microsoft Office.
- Strong communication and problem-solving skills.
Preferred Qualifications
- Sales or cross-selling experience.
- Experience in a retail banking or credit union environment.
- Familiarity with Symitar.
Build a Career with Purpose
At Mission Federal Credit Union, we believe in
people helping people
—and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being.
We'recommitted to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.
Ifyou'relooking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose,we'dlove to hear from you.
Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act…
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